206
206
Nov 23, 2012
11/12
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CNBC
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eye 206
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easy to use. it's the ultimate combination of speed, small size, and low-cost printing. i heard you guys can ship ground for less than the ups store. that's right. i've learned the only way to get a holiday deal is to camp out. you know we've been open all night. is this a trick to get my spot? [ male announcer ] break from the holiday stress. save on ground shipping at fedex office. with scottrader streaming quotes, any way you want. fully customize it for your trading process -- from thought to trade, on every screen. and all in real time. which makes it just like having your own trading floor, right at your fingertips. [ rodger ] at scottrade, seven dollar trades are just the start. try our easy-to-use scottrader streaming quotes. it's another reason more investors are saying... [ all ] i'm with scottrade. >>> welcome back to "squawk box." the professor is here sitting in for joe kernen. our guest host, dana telsey. there is one top story this morning and that is retail and that is why she is h
easy to use. it's the ultimate combination of speed, small size, and low-cost printing. i heard you guys can ship ground for less than the ups store. that's right. i've learned the only way to get a holiday deal is to camp out. you know we've been open all night. is this a trick to get my spot? [ male announcer ] break from the holiday stress. save on ground shipping at fedex office. with scottrader streaming quotes, any way you want. fully customize it for your trading process -- from thought...
155
155
May 2, 2012
05/12
by
CNBC
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eye 155
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thank you for joining us. is the night the show really goes off the rails, which after multiple years of airing is always a possibility any given night. sorry, guys, there is a tape delay. keep wishing. for those of you more interested in trying to make money than watching me traipse around like a crazy man, some say i am, well, you're going to want to keep watching. i believe you can do everything i do at home if you're willing to put in the time and effort. investing, specifically actively investing in stocks, running your own portfolio rather than dumping your money with some buy and forget index fund. or worse, fling for the false safety of bond funds, particularly with record low interest rates. something anyone can do as long as you can spend several hours a week doing the homework. and i'm including watching the show to research these stocks because the research is so readily available, cnbc.com, street.com, or yahoo or any of the company websites. anything you're thinking of get info o in fact, i think
thank you for joining us. is the night the show really goes off the rails, which after multiple years of airing is always a possibility any given night. sorry, guys, there is a tape delay. keep wishing. for those of you more interested in trying to make money than watching me traipse around like a crazy man, some say i am, well, you're going to want to keep watching. i believe you can do everything i do at home if you're willing to put in the time and effort. investing, specifically actively...
305
305
Apr 24, 2012
04/12
by
CNBC
tv
eye 305
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stay with us. apple's apple's quarter and iphone sa iphone sales stay with stay anger -- eden prairie, minnesota. in here, the landscaping business grows with snow. to keep big winter jobs on track, at&t provided a mobile solution that lets everyone from field workers to accounting, initiate, bill, and track work in real time. you can't live under a dome in minnesota, that's why there's guys like me. [ male announcer ] it's a network of possibilities -- helping you do what you do... even better. ♪ [ male announcer ] if you believe the mayan calendar, on december 21st polar shifts will reverse the earth's gravitational pull and hurtle us all into space. which would render retirement planning unnecessary. but say the sun rises on december 22nd, and you still need to retire. td ameritrade's investment consultants can help you build a plan that fits your life. we'll even throw in up to $600 when you open a new account or roll over an old 401(k). so who's in control now, mayans? >>> welcome >>> welcom
stay with us. apple's apple's quarter and iphone sa iphone sales stay with stay anger -- eden prairie, minnesota. in here, the landscaping business grows with snow. to keep big winter jobs on track, at&t provided a mobile solution that lets everyone from field workers to accounting, initiate, bill, and track work in real time. you can't live under a dome in minnesota, that's why there's guys like me. [ male announcer ] it's a network of possibilities -- helping you do what you do... even...
142
142
Mar 31, 2012
03/12
by
CNBC
tv
eye 142
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it's kind of like using a land line versus using a cell phone or using a filing cabinet versus using an iphone. based off information into a filing cabinet, you have to go find it, you have to sift through it. by the time you do that, the customer is gone. if can you click on your favorite basketball player, i want to sell you a shirt, a jersey before you leave the web site, not a week after you're gone. that's the difference. >> you're the owner of the warriors. there's no clicking. i don't have a favorite guy on that team. but i know you're coming back. >> we're coming back. >> let me say in defense of sap because bill mcdermott said his hannah system is every bit as fast of what you have if not faster. you're saying empirically that's not true. >> it's a nice effort but they've largely paved a cow path. what i mean it's still a database where you have to ask a question to get an answer. a database is kind of like a phone that doesn't -- if you tried to improve the field of transportation and you just poured asphalt offer it, you'd have some improvement. they are still paving the c
it's kind of like using a land line versus using a cell phone or using a filing cabinet versus using an iphone. based off information into a filing cabinet, you have to go find it, you have to sift through it. by the time you do that, the customer is gone. if can you click on your favorite basketball player, i want to sell you a shirt, a jersey before you leave the web site, not a week after you're gone. that's the difference. >> you're the owner of the warriors. there's no clicking. i...
108
108
Jun 1, 2012
06/12
by
CNBC
tv
eye 108
favorite 0
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is with us. steve, is there anything in these numbers that cast a positive light on the u.s. economy right now? >> no. this was pretty dismal from top to bottom, tyler. i don't think there was a single economist who made an argument that inside this number there was some silver lining. in fact, bob wrote a piece said a lot of clouds, no silver lining, i think was the best way to characterize it. i think the only upbeat ideas you can have for the u.s. economy at this point would be if europe were to take dramatic actions to get its act together. and then you have at least two tailwinds here, which is lower gasoline prices and lower interest rates right now. of course those two go up against the headwinds of fiscal cliff and europe. >> very interesting points. joe, let me turn to you. you had predicted earlier this month that the may numbers would come in around consensus at about 150,000 new payroll jobs. what did you miss? and right now i believe you're predicting that the second quarter growth r
is with us. steve, is there anything in these numbers that cast a positive light on the u.s. economy right now? >> no. this was pretty dismal from top to bottom, tyler. i don't think there was a single economist who made an argument that inside this number there was some silver lining. in fact, bob wrote a piece said a lot of clouds, no silver lining, i think was the best way to characterize it. i think the only upbeat ideas you can have for the u.s. economy at this point would be if...
294
294
May 2, 2012
05/12
by
CNBC
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eye 294
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good to have you both with us. thank you so much for joining us. rich, let's talk green mountain. >> the technical suggests that green mountain is a stock to avoid going into earnings and coming out of earnings. when we look at the chart, we see a textbook pattern which is the yellow line here. we have been eyeing the reversal, developed within the context of the very well defined trading range, 40 on the low end, 70 on the high end. it gets its pattern because it's an island of prices by a gap coming in and coming out of the pattern. now, in isolation, the island reversal is not a compelling directional signal. however, it raises the spector for an outside move. you want to size that position accordingly. risk management is the key on this trade. we think that you are going to test around the low end at $40. >> is there anything here that makes you the seller on the stock? why are you a seller on the name ahead of even knowing that? >> well, first of all, look at the relevant stock. it's down 58% since the peak we set back in 2011. that's trailing
good to have you both with us. thank you so much for joining us. rich, let's talk green mountain. >> the technical suggests that green mountain is a stock to avoid going into earnings and coming out of earnings. when we look at the chart, we see a textbook pattern which is the yellow line here. we have been eyeing the reversal, developed within the context of the very well defined trading range, 40 on the low end, 70 on the high end. it gets its pattern because it's an island of prices by...
235
235
Jun 15, 2012
06/12
by
CNBC
tv
eye 235
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something more salient and lasting for us in cramerica. that is this new new undercurrent i mentioned. the refreshingly stalwart attitude that i'm hearing from the ceos i have talked to off air. it's an attitude that says greece, italy, spain, i don't care. central bank action, i don't care. greek elections, don't care. spanish bailouts, don't care. it's prevalent, thick, in my head. i'm calling this new attitude the honey badger gamut. named after that little critter who seems to get through every treveil, including being stung a thousand times by bees without skipping a beat. honey badger don't care. neither do the ceos. in preparation for the show i speak to dozens of executives to keep up with trends, listen to what's going on so i can make sure you're as informed as possible. the executives, rather they ran businesses with exposure to europe or not recognized a collapse of spain, italy or france is going to hurt their businesses so everyone will lose money. somehow it will create a level of uncertainty to hurt the numbers. some have b
something more salient and lasting for us in cramerica. that is this new new undercurrent i mentioned. the refreshingly stalwart attitude that i'm hearing from the ceos i have talked to off air. it's an attitude that says greece, italy, spain, i don't care. central bank action, i don't care. greek elections, don't care. spanish bailouts, don't care. it's prevalent, thick, in my head. i'm calling this new attitude the honey badger gamut. named after that little critter who seems to get through...
59
59
May 8, 2012
05/12
by
CNBC
tv
eye 59
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us included. bank of america's offered to cut the principal on some underwater mortgages by up to $150,000. of course we want to know what you think in today's street poll. is that fair? it's very simple. it's either yes or no. you can go to "street signs."cnbc.com. all of us are on it. and twitter as well. your results plus the big battle when we come back. so why exactly should that be of any interest to you? well, in that time there've been some good days. and some difficult ones. but, through it all, we've persevered, supporting some of the biggest ideas in modern history. like the transatlantic cable that connected continents. and the panama canal that made our world a smaller place. we supported the marshall plan that helped europe regain its strength. and pioneered the atm, so you can get cash when you want it. it's been our privilege to back ideas like these, and the leaders behind them. so why should our anniversary matter to you? because for 200 years, we've been helping people and their
us included. bank of america's offered to cut the principal on some underwater mortgages by up to $150,000. of course we want to know what you think in today's street poll. is that fair? it's very simple. it's either yes or no. you can go to "street signs."cnbc.com. all of us are on it. and twitter as well. your results plus the big battle when we come back. so why exactly should that be of any interest to you? well, in that time there've been some good days. and some difficult ones....
214
214
Apr 19, 2012
04/12
by
CNBC
tv
eye 214
favorite 0
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is concentrated, so you could use less gel. and with androgel 1.62%, you can save on your monthly prescription. [ male announcer ] dosing and application sites between these products differ. women and children should avoid contact with application sites. discontinue androgel and call your doctor if you see unexpected signs of early puberty in a child, or, signs in a woman which may include changes in body hair or a large increase in acne, possibly due to accidental exposure. men with breast cancer or who have or might have prostate cancer, and women who are, or may become pregnant or are breast feeding should not use androgel. serious side effects include worsening of an enlarged prostate, possible increased risk of prostate cancer, lower sperm count, swelling of ankles, feet, or body, enlarged or painful breasts, problems breathing during sleep, and blood clots in the legs. tell your doctor about your medical conditions and medications, especially insulin, corticosteroids, or medicines to decrease blood clotting. talk to your
is concentrated, so you could use less gel. and with androgel 1.62%, you can save on your monthly prescription. [ male announcer ] dosing and application sites between these products differ. women and children should avoid contact with application sites. discontinue androgel and call your doctor if you see unexpected signs of early puberty in a child, or, signs in a woman which may include changes in body hair or a large increase in acne, possibly due to accidental exposure. men with breast...
171
171
Apr 10, 2012
04/12
by
CNBC
tv
eye 171
favorite 0
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joining us for more, director of research at ida global. thanks for joining us. three weeks ago, a number of analysts saying we have a big asset allocation shift out of fixed income into treasuries and stocks. since, treasuries continue to decline, down another chunk last week post the employment report, as well. what's your view? >> what we're seeing is a return to the kind of yield levels that previously existed over the last six months. and that's because the numbers in the u.s. economy have lost some of the momentum. you've also had after a phase of risks on people questioning where the new liquidity will come from, what the global economic picture looks like. so we're really seeing yields coming back towards the levels of -- >> has the rally been a liquidity rush more than based on good hard data? >> well, we had a trillion euros of ecb money, we had operation twist which is still going on from the fed. bank of japan, bank of engrand easing. overlaying with that, you did have some better u.s. numbers, but we still have a sick likely weak position in europe.
joining us for more, director of research at ida global. thanks for joining us. three weeks ago, a number of analysts saying we have a big asset allocation shift out of fixed income into treasuries and stocks. since, treasuries continue to decline, down another chunk last week post the employment report, as well. what's your view? >> what we're seeing is a return to the kind of yield levels that previously existed over the last six months. and that's because the numbers in the u.s....
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241
Apr 5, 2012
04/12
by
CNBC
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eye 241
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joining us is keith flurry. keith, thanks so much for joining us. what's weighing on the cocoa market? >> there are a couple of really bearish impacts. one of them of course is the supply. in the 2010/11 season, we realized a 400,000 ton surplus, largest surplus ever. and in 11/12, we might also realize a small surplus. all of that supply means that the stocks and inventories are growing and that's weighing on the prices. >> what's happening on the demand side? >> demand remains pretty good. demand for cocoa butter which is used for chocolate is modest because that demand is generally focused in europe and united states. but cocoa powder demand which is used for cereals, ice cream and other cocoa-based products is very strong and a lot of that demand is asia and emerging markets. we expect that demand to increase. >> it's true, we all love chocolate here in asia. but has the uncertainties in the eurozone and u.s. crimped demand for chocolate? >> it hasn't as of yet. we saw in 2008 that cocoa demand was extremely reduced due to the crisis. they reduc
joining us is keith flurry. keith, thanks so much for joining us. what's weighing on the cocoa market? >> there are a couple of really bearish impacts. one of them of course is the supply. in the 2010/11 season, we realized a 400,000 ton surplus, largest surplus ever. and in 11/12, we might also realize a small surplus. all of that supply means that the stocks and inventories are growing and that's weighing on the prices. >> what's happening on the demand side? >> demand...
223
223
Dec 13, 2012
12/12
by
CNBC
tv
eye 223
favorite 0
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stay with us. >>> bullish words from big names day. jackie deangelis joins us. >> some the biggest names in business spoke candidly on a number of pressing issues. a big part of the discussion today sen terg centering on tax on the rich, a subject on which lloyd blankfein had an interesting take. >> having higher rates means the ultimate return will be lower, people will have less incentive at the margin. it takes money out of economy, doesn't put it in. it's a negative, not a positive. but it's medicine that we're in a position to not be able to turn away because we have other things that are looming that are more negative and more consequential. >> in addition to blankfein, jamie dimon offered input as to how he sees the economic recovery at this point in time. listen to what he had to say. >> the table is set very well right now, 5 million more people working than four years ago, housing has turned the corner. let's just keep it going. >> that was jamie dimon taking an optimistic view on the economy and an even more encouraging stan
stay with us. >>> bullish words from big names day. jackie deangelis joins us. >> some the biggest names in business spoke candidly on a number of pressing issues. a big part of the discussion today sen terg centering on tax on the rich, a subject on which lloyd blankfein had an interesting take. >> having higher rates means the ultimate return will be lower, people will have less incentive at the margin. it takes money out of economy, doesn't put it in. it's a negative,...
253
253
Jun 14, 2012
06/12
by
CNBC
tv
eye 253
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it give use security and i think it will grow. currently paying a buck 12 a year expected to increase through 2014. not only is the 4% yield better than treasuries but it will pay you more over time. don't tke it from me. the president and ceo of sec pra energy. find out more about the company and where it is headed. welcome back to "mad money." >> thank you very much. >> first you have the terrific may 22 approval. tell us what it means for the longer term for your company. >> well, full steam ahead in terms of building a 1.2 billion dollar project to serve new jersey and new york and really drive earnings in 2014 as it gets built through 2013. you know, that's great for the shareholders and great for consumers. that will save consumers in your neck of the woods some $700 million a year in the cost of energy. >> when you build a pipeline, how many people do you put to work? >> for that pipe there would be 5,000 people, 5,000 jobs in your neck of the woods again to get the pipe built. >> is there going to be environmental resistan
it give use security and i think it will grow. currently paying a buck 12 a year expected to increase through 2014. not only is the 4% yield better than treasuries but it will pay you more over time. don't tke it from me. the president and ceo of sec pra energy. find out more about the company and where it is headed. welcome back to "mad money." >> thank you very much. >> first you have the terrific may 22 approval. tell us what it means for the longer term for your...
88
88
Feb 7, 2012
02/12
by
CNBC
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eye 88
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david bain covers the industry joins us from the fast line. great to have you with us. certainly not a lot of money to raise. not a lot of money to return to shareholders. is that really in your view the reason the ipo is being pushed out? david? >> yes, can you hear me? sorry about that. they're basically just dipping their toe into the equity market right now. this sets the stage for multiple rounds of financing. or as you suggested shares being sold by current shareholders. >> so are we to then extrapolate that they would go back to the equity markets and raise some more money? that they just want to get valuation on the books? this allows them to go back out and offer more equity. >> absolutely. we can see equity to work back debt. also 30% of the shareholder base will be allowed to sell now. >> doesn't sound like a good deal for any investors at this point. >> no, we don't think so unless you assume the domestic economy is going to roar back. the valuation range here is when all those companies have on their portfolios at the largest worldwide. caesars doesn't. >>
david bain covers the industry joins us from the fast line. great to have you with us. certainly not a lot of money to raise. not a lot of money to return to shareholders. is that really in your view the reason the ipo is being pushed out? david? >> yes, can you hear me? sorry about that. they're basically just dipping their toe into the equity market right now. this sets the stage for multiple rounds of financing. or as you suggested shares being sold by current shareholders. >> so...
217
217
Feb 8, 2012
02/12
by
CNBC
tv
eye 217
favorite 0
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and that is why people use them. they can get it in and then out or park cash overnight and get a short-term loan. if you eliminate the features of the product and kill the product, then you will lielimine the risks of the run on the product by eliminating the product itself, that cannot be the answer. >> you have a short period of time. what about the $1 net asset value of breaking the buck, what do the regular regulations do to that? ? it means that you do not know if you'll get a badollar back if y put a dollar in. that means we would find other products that would concentrate systematic risk and kill money funds and give companies fewer choices. >> and the other question, liquidity fees, but you'll punish, you'll have to go to shareholders and raise their costs and we are already in a federal reserve era of rock bottom returns will that squeeze the industry down? >> in general, we supported increased capital but when it comes to money funds it will kill the product and you cannot treat money market mutual funds l
and that is why people use them. they can get it in and then out or park cash overnight and get a short-term loan. if you eliminate the features of the product and kill the product, then you will lielimine the risks of the run on the product by eliminating the product itself, that cannot be the answer. >> you have a short period of time. what about the $1 net asset value of breaking the buck, what do the regular regulations do to that? ? it means that you do not know if you'll get a...
290
290
Jun 19, 2012
06/12
by
CNBC
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eye 290
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joining us from d.c. one of the reasons i requested you join us tonight is your piece in "the wall street journal," outlines trying to preliminarily tackle global warming in europe, what that has done to gdp. and if you were really to tackle what is necessary, what it could do to growth in europe, much less the lesser developed countries. what would it do? >> it's having a very serious effect on europe right now. fuel poverty has become a major problem in england where 7% of households is estimated to be fuel poor. more than their mortgage, more than their jobs, how to pay for energy. same thing in germany. >> how much more expensive is electricity in spain? >> well, spain, the spanish government discovered that even compared to the rest of europe, where energy is very expensive, it was 17% more expensive and so they couldn't compete. >> spain, where we talk about the spanic because their ten-year bonds are above -- >> that's also the place where obama keeps holding up as an example. >> dan, the one thing
joining us from d.c. one of the reasons i requested you join us tonight is your piece in "the wall street journal," outlines trying to preliminarily tackle global warming in europe, what that has done to gdp. and if you were really to tackle what is necessary, what it could do to growth in europe, much less the lesser developed countries. what would it do? >> it's having a very serious effect on europe right now. fuel poverty has become a major problem in england where 7% of...
205
205
Oct 26, 2012
10/12
by
CNBC
tv
eye 205
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explain to us how that could happen? >> jim, it was a combination of three factors, in order, first of all, the missing revenue. with less revenue, you have less growth. and second was you talked about it in the intro. the western regions, higher margin, higher calorie business overall. the business centralized in the west, a double whammy and gee dwrafic mix shift. stronger in the east. components business in asia had stronger sweshl grow eer sequen it exasser baited the shift from the west and all three contributed to the disappointing bottomline. >> when i heard about the bottom line, wow, the housing economy strong, auto economy strong, but we have worries about the gridlock in washington. how much of the sudden decline in americas is related to washington? >> well, jim, i wish i could give you an exact bead on that. i will tell you, we saw it in both of our businesses, which is unusual, components and computers. in components, we saw deterioration through the quarter. july year on year, one picture, august looked wo
explain to us how that could happen? >> jim, it was a combination of three factors, in order, first of all, the missing revenue. with less revenue, you have less growth. and second was you talked about it in the intro. the western regions, higher margin, higher calorie business overall. the business centralized in the west, a double whammy and gee dwrafic mix shift. stronger in the east. components business in asia had stronger sweshl grow eer sequen it exasser baited the shift from the...
40
40
Jul 23, 2012
07/12
by
CNBC
tv
eye 40
favorite 0
quote 0
joining us peter beckfar and herb is also still here with us. peter, what say you? should you just avoid any company with a ceo with less than a year's tenure simply because, a, you don't know how they're going to do, b, you don't necessarily know often why the previous ceo left in. >> could be a variety of reasons that that ceo left an enthat's what we have to look at first. a mandated age requirement? was it because of poor performance or speculate that maybe the ceo leaving thought maybe as good as it gets and maybe what the mcdonald's ceo thought. i'm a buyer if a new eco comes in after poor performance. in age requirement, maybe there's not much of a change and the third one, of course, be careful. >> peter, okay then. if you're a buyer after poor performance, do you care about the incoming ceo's resume? marissa meyer, not a ceo before. would you prefer that grey history and never in the c suite or somebody held the job at tw or three places? >> no. i mean, that's a good point. it is really more feel. obviously somebody like marissa with no ceo track record, it
joining us peter beckfar and herb is also still here with us. peter, what say you? should you just avoid any company with a ceo with less than a year's tenure simply because, a, you don't know how they're going to do, b, you don't necessarily know often why the previous ceo left in. >> could be a variety of reasons that that ceo left an enthat's what we have to look at first. a mandated age requirement? was it because of poor performance or speculate that maybe the ceo leaving thought...
180
180
Apr 19, 2012
04/12
by
CNBC
tv
eye 180
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well for us in the u.s. and overall, it's our best market. the automotive oem business is excellent, aerospace is great, and even the construction business that you and i have talked about, jim, over the last many quarters, even that is showing signs of life at least on the residential side and in the home renovation and repair markets. >> at the same time, your raw costs clearly are going in the right direction. we have to talk about natural gas, how you've got natural gas even where your plants are. but as a raw cost going down, with the hedges off, it looks like the margins are going up at the same time the revenues are expa expanding. >> yes, this natural gas situation for us has been a real boon. we saw natural gas prices close today at $1.90. this is an unbelievable windfall for our economy, for the chemical industry. more broadly for ppg and for any energy-intensive business here in the u.s. and it's one of the reasons i'm more optimistic. i think it's going to make us a lot more competitive in manufa
well for us in the u.s. and overall, it's our best market. the automotive oem business is excellent, aerospace is great, and even the construction business that you and i have talked about, jim, over the last many quarters, even that is showing signs of life at least on the residential side and in the home renovation and repair markets. >> at the same time, your raw costs clearly are going in the right direction. we have to talk about natural gas, how you've got natural gas even where...
153
153
May 12, 2012
05/12
by
CNBC
tv
eye 153
favorite 0
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he was there for us, even if we needed him in college. you could call him, you had his phone number. he was just focused on making sure we were gonna be successful. he would never give up on any of us. you do a lot of no.aking? look i'm going through the rapids. okay... i'll take it. sync your card with facebook, foursquare and twitter for savings. that's the membership effect of american express. a living, breathing intelligence helping business, do more business. in here, opportunities are created and protected. gonna need more wool! demand is instantly recognized and securely acted on across the company. around the world. turning a new trend, into a global phenomenon. it's the at&t network -- securing a world of new opportunities. ♪ >>> won't forget to watch jamie diamond. i think he is honest. my question is can anyone understand these
he was there for us, even if we needed him in college. you could call him, you had his phone number. he was just focused on making sure we were gonna be successful. he would never give up on any of us. you do a lot of no.aking? look i'm going through the rapids. okay... i'll take it. sync your card with facebook, foursquare and twitter for savings. that's the membership effect of american express. a living, breathing intelligence helping business, do more business. in here, opportunities are...
222
222
Oct 27, 2012
10/12
by
CNBC
tv
eye 222
favorite 0
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explain to us how that could happen? >> jim, it was a combination of three factors, in order, first of all, the missing revenue. with less revenue, you have less growth. and second was you talked about it in the intro. the western regions, higher margin, higher calorie business overall. the business centralized in the west, a double whammy and geographic mix shift. stronger in the east. components business in asia had stronger sequential growth, but it exacerbated the shift from the west and all three contributed to the disappointing bottom line. >> when i heard about the bottom line, wow, the housing economy strong, auto economy strong, but we have worries about the gridlock in washington. how much of the sudden decline in americas is related to washington? >> well, jim, i wish i could give you an exact bead on that. i will tell you, we saw it in both of our businesses, which is unusual, components and computers. in components, we saw deterioration through the quarter. july year on year, one picture, august looked worse
explain to us how that could happen? >> jim, it was a combination of three factors, in order, first of all, the missing revenue. with less revenue, you have less growth. and second was you talked about it in the intro. the western regions, higher margin, higher calorie business overall. the business centralized in the west, a double whammy and geographic mix shift. stronger in the east. components business in asia had stronger sequential growth, but it exacerbated the shift from the west...
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May 16, 2012
05/12
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that's why you've got us. at the staples pc savings event, for a limited time get up to $200 off select computers. staples. that was easy.
that's why you've got us. at the staples pc savings event, for a limited time get up to $200 off select computers. staples. that was easy.
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Nov 7, 2012
11/12
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thanks for joining us. your thoughts on what has happened in virginia and throughout the country so far. we are neck and neck in terms of electoral votes. 162 for the president and governor romney. >> i never thought it would be anything other than just as you described it. very close and very tight. i expect the president to win. i hope he does. i think that will change. as a matter of fact, i bet a penny before i came home to say that he would change. around the country, i would be surprised if romney carried all of those swing states that have been described just now. i see obama winning the election. i hope that virginia is in the winning column with him. i think a lot of people feel like i did when i feeted for him. he needs a second term to prove what he has started and that he can improv upon it. but he can't do it unless he's there. things are so bad in this country. to trust it to someone who does not have the experience to spend four years learning the job or even two years is too much time. >> go
thanks for joining us. your thoughts on what has happened in virginia and throughout the country so far. we are neck and neck in terms of electoral votes. 162 for the president and governor romney. >> i never thought it would be anything other than just as you described it. very close and very tight. i expect the president to win. i hope he does. i think that will change. as a matter of fact, i bet a penny before i came home to say that he would change. around the country, i would be...
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Jul 16, 2012
07/12
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he understands us. he understands that it's the small businesses and the entrepreneurs that create jobs. the president's statement, by the way, on friday that uh you talked about was astounding that he doesn't understand that people roll up their sleeves, put up their own capital to start a small business. the government doesn't do that. >> all right. it's not all about raising the minimum wage. that's a great point. i don't recall steve jobs worrying about raising the minimum wage. new hampshire senator kelly ayotte, thank you very much for joining us. >> thank you, larry. >> up next, republican governors going back on their word and raising taxes to turn around and spend more. one of them is a famous one from new jersey. i'm not sure i understand this story. i don't see why you want to tax online companies just to spend more. i don't get it. maybe someone can help me. we'll be right back on the subject. why? i thought jill was your soul mate. no, no it's her dad. the general's your soul mate? dude wha
he understands us. he understands that it's the small businesses and the entrepreneurs that create jobs. the president's statement, by the way, on friday that uh you talked about was astounding that he doesn't understand that people roll up their sleeves, put up their own capital to start a small business. the government doesn't do that. >> all right. it's not all about raising the minimum wage. that's a great point. i don't recall steve jobs worrying about raising the minimum wage. new...
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May 12, 2012
05/12
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thank you for helping us understand the impossible in this fickle stock market. jim, in retail you like ross stores and family dollar, so do i. would you please consider conn, c-o-n-n. it's been acting like a solid growth stock lately. conn's in that early stage, but that was before amazon. you've got three up and maybe five down. that's not a good risk/reward. i don't want to be there. let's take some tweets. we're going to kick it off with mark @n44. you recommended carrizo, what caused the big bounce today and based on falling oil prices, is it still good to be in? i said if we had a lot of natural gas, it wasn't going to work anymore. i've been featuring a couple of oil stocks and i've been very adamant that oil is not going up right here. so you can hold on to carrizo, but you have to understand, i do not like the commodity names. i'm really trying to make that point every single day for the last five days. here's one from @wrbva. he writes, #madtweets, time for win to go to the doghouse or have ceo on show to explain more. they came and talked about it. i'v
thank you for helping us understand the impossible in this fickle stock market. jim, in retail you like ross stores and family dollar, so do i. would you please consider conn, c-o-n-n. it's been acting like a solid growth stock lately. conn's in that early stage, but that was before amazon. you've got three up and maybe five down. that's not a good risk/reward. i don't want to be there. let's take some tweets. we're going to kick it off with mark @n44. you recommended carrizo, what caused the...
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Apr 23, 2012
04/12
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anthony will stay with us. and still to come on the show, political concerns are plaguing the netherlands, as well. default swaps are proceeding all-time highs as talks break down. we're live for the latest. >>> it may turn around because we now understand the british regulator in the uk says it is now investigating bskyb's sky news over e-mail hacking. they're investigating the fed privacy issues. only 13 stocks out of the 600 up. so happy to be one of them, but they now have an investigation from the british media regulator into sky news over e-mail hacking. and don't forget of course that both james and rupert murdoch tomorrow and wednesday will be giving evidence to the inquiry over the phone hacking scan dell. so we continue to follow that. hundred die motor has upped its 2012 sales targets. the south korean carmaker expects to sell 800,000 car this is year, but despite growing demand, he has no plans to build further plants in china. they're at the top of the list of three stocks to buy right now. the top
anthony will stay with us. and still to come on the show, political concerns are plaguing the netherlands, as well. default swaps are proceeding all-time highs as talks break down. we're live for the latest. >>> it may turn around because we now understand the british regulator in the uk says it is now investigating bskyb's sky news over e-mail hacking. they're investigating the fed privacy issues. only 13 stocks out of the 600 up. so happy to be one of them, but they now have an...
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Apr 4, 2012
04/12
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that's the power of all of us. that's the power of all of us. that's the membership effect of american express. [ donovan ] and i thought "i can't do this, it's just too hard." then there was a moment. when i decided to find a way to keep going. go for olympic gold and go to college too. [ male announcer ] every day we help students earn their bachelor's or master's degree for tomorrow's careers. this is your moment. let nothing stand in your way. devry university, proud to support the education of our u.s. olympic team. the chevy cruze eco also offers 42 mpg on the highway. actually, it's cruze e-co, not ec-o. just like e-ither. or ei-ther. or e-conomical. [ chuckling ] or ec-onomical. pa-tato, po-tato, huh? actually, it's to-mato, ta-mato. oh, that's right. [ laughs ] [ car door shuts ] [ male announcer ] visit your local chevy dealer today. now very well qualified lessees can get a 2012 chevy cruze ls for around $159 per month. e.p.a. estimated 36 miles per gallon highway. [ticking] >> greyston bakery is an unusual place that had an unusual f
that's the power of all of us. that's the power of all of us. that's the membership effect of american express. [ donovan ] and i thought "i can't do this, it's just too hard." then there was a moment. when i decided to find a way to keep going. go for olympic gold and go to college too. [ male announcer ] every day we help students earn their bachelor's or master's degree for tomorrow's careers. this is your moment. let nothing stand in your way. devry university, proud to support...
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May 11, 2012
05/12
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that's the power of all of us. that's the power of all of us. that's the membership effect of american express. would you mind if to be i go ahead of you?omer. instead we had someone go ahead of him and win fifty thousand dollars. congratulations you are our one millionth customer. people don't like to miss out on money that should have been theirs. that's why at ally we have the raise your rate 2-year cd. you can get a one-time rate increase if our two-year rate goes up. if your bank makes you miss out, you need an ally. ally bank. no nonsense. just people sense. >>> in this ultraturbulent market, we're always on the hunt for industries where the trends are clearly getting better, no guesswork, not getting worse, like so many other areas in the economy. and right now, the beverage business is looking real strong. in part because price competition, which has been so voracious in this group, is letting up. while demand like thirst on a desert island hasn't been slaked. we know coke and pepsi are doing very well, so is the doctor, dr. pepper. we a
that's the power of all of us. that's the power of all of us. that's the membership effect of american express. would you mind if to be i go ahead of you?omer. instead we had someone go ahead of him and win fifty thousand dollars. congratulations you are our one millionth customer. people don't like to miss out on money that should have been theirs. that's why at ally we have the raise your rate 2-year cd. you can get a one-time rate increase if our two-year rate goes up. if your bank makes you...
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Aug 13, 2012
08/12
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instead of putting us on medicare in the current system he'd like to give us a check. we go buy our own insurance. >> that's wrong. it is not a voucher system. >> that's what it is. >> no, it's not. you do not get a check. >> that's exactly -- >> no, howard. >> excuse me. >> one at a time. >> we get a voucher, choose insurance. the problem is the value of the voucher doesn't go up as fast as inflation in medicine. what he's cleverly done is what p big corporations have done. he's transferred it to medicare recipients. >> it's wrong. he doesn't give you a vouch. it's a premium support plan. no money kboes to the individual to shop around. you have a choice of plans including traditional medicare. the notion that you get a check from the government and get to spend it is not accurate. what he's said in numerous documents in the budget is this. first of all, doesn't affect anyone 55 ap youngerme. secondly, only individuals who can afford to pay will be responsible for the excess of their premium costs over what this premium support gives you. third of all, in terms of the
instead of putting us on medicare in the current system he'd like to give us a check. we go buy our own insurance. >> that's wrong. it is not a voucher system. >> that's what it is. >> no, it's not. you do not get a check. >> that's exactly -- >> no, howard. >> excuse me. >> one at a time. >> we get a voucher, choose insurance. the problem is the value of the voucher doesn't go up as fast as inflation in medicine. what he's cleverly done is what p...
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Feb 8, 2012
02/12
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good to have you with us. >> thank you very much. people don't realize 97% of the water in the world is undrinkable. 1% is antarctic, one is arctic. only 1% of the water in the world is drinkable. and the fact is the population is growing, there's pollution, the water is getting scarcer and scarcer. today people don't realize water is more expensive than oil. >> you're already in this business having bought a couple of companies. and you tend to add to this and to finance others in what you call the critical middle market. >> right. >> you say the big projects get taken care of. the smaller projects have no trouble raising capital, but the middle market -- and as we know there are water difficulties in the united states, in the developing world, all over the world. >> first of all, there's almost no middle market. the big companies have bought all the companies. the little companies don't have the money to finance. we're right in the middle. and it's a very special space. we bought three companies over the last 18 months. one in isra
good to have you with us. >> thank you very much. people don't realize 97% of the water in the world is undrinkable. 1% is antarctic, one is arctic. only 1% of the water in the world is drinkable. and the fact is the population is growing, there's pollution, the water is getting scarcer and scarcer. today people don't realize water is more expensive than oil. >> you're already in this business having bought a couple of companies. and you tend to add to this and to finance others in...
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Apr 2, 2012
04/12
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tell us your stories. e-mail our tweet us. [ todd ] hello? hello todd. just calling to let you know i'm giving you the silent treatment. so you're calling to tell me you're giving me the silent treatment? ummm, yeah. jen, this is like the eighth time you've called... no, it's fine, my family has free unlimited mobile-to-any-mobile minutes -- i can call all i want. i don't think you understand how the silent treatment works. hello? [ male announcer ] buy unlimited messaging and get free unlimited calling to any mobile phone on any network. at&t. >>> welcome to the show. headlines from around the globe, in the united states, investors will search today's ism manufacturing data for clues about what they could expect from friday's jobs report. >> is this as we see pain for the eurozone industrial sector. french manufacturing pmi hits a 33 month low, but it's a sharp contrast in britain where activity has hit a ten month high. >> mixed messages, china's official march manufacturing data show as sharp rebound, while hsbc's private number reflects a marked drop
tell us your stories. e-mail our tweet us. [ todd ] hello? hello todd. just calling to let you know i'm giving you the silent treatment. so you're calling to tell me you're giving me the silent treatment? ummm, yeah. jen, this is like the eighth time you've called... no, it's fine, my family has free unlimited mobile-to-any-mobile minutes -- i can call all i want. i don't think you understand how the silent treatment works. hello? [ male announcer ] buy unlimited messaging and get free...
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May 17, 2012
05/12
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i think chevron could bang us until it yields 4%. still a little ways from now. but exxon, which reported a disappointing quarter, could decline 7% or 8% fairly easily. call exxon vulnerable. a resource related portion of the dow. you can't help but wonder if caterpillar isn't going to be crushed from here. could it go down to 70 from last year? give the comments about the slowdown in commodity capital equipment spending, i'm saying that $70 is not off the table, and a move to 80 from its 91 and change perch is probably likely given the lack of dividend support. call caterpillar extremely vulnerable. the other industrials, they're on slightly firmer footing. united technology reported a pretty good quarter. they can be taken down given their less than 3% yields, but their businesses are diversified and strong. they have europe, yet also some secular positives. some vulnerability for certain, but not anything totally hideous. as for dupont, the company missed its protections last year, but has much more going for it right now, auto exposure, 15 million cars being
i think chevron could bang us until it yields 4%. still a little ways from now. but exxon, which reported a disappointing quarter, could decline 7% or 8% fairly easily. call exxon vulnerable. a resource related portion of the dow. you can't help but wonder if caterpillar isn't going to be crushed from here. could it go down to 70 from last year? give the comments about the slowdown in commodity capital equipment spending, i'm saying that $70 is not off the table, and a move to 80 from its 91...
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May 14, 2012
05/12
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john harwood with us now. john, one ad hitting two big issues for the president, jobs and anger at people who make money on wall street. >> no question, tyler. you know, last week the president got diverted into a gay marriage discussion. now he's going sharply back into economic concerns and economic philosophy with his two-minute ad which goes after mitt romney for his record on bain capital. and specifically what happened to a steel company in missouri after bain purchased it. here's the ad. >> bain capital walked away with a lot of money that they made off of this plant. we view mitt romney as a job destroyer. >> to get up on national tv and brag about making jobs when he has destroyed thousands of people's careers, lifetimes, just destroying people. >> he's running for president. and if he's going to run the country the way he ran our business, i wouldn't want him there. >> now, the romney campaign responds by saying that those bankruptcy and job losses occurred after mitt romney had left bain capital. he
john harwood with us now. john, one ad hitting two big issues for the president, jobs and anger at people who make money on wall street. >> no question, tyler. you know, last week the president got diverted into a gay marriage discussion. now he's going sharply back into economic concerns and economic philosophy with his two-minute ad which goes after mitt romney for his record on bain capital. and specifically what happened to a steel company in missouri after bain purchased it. here's...
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Jun 4, 2012
06/12
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larry, what do you have for us? >>> the second most important election in this country will be held within the next 24 hours in wisconsin. good evening, everyone. i'm larry kudlow. this is "the kudlow report." our top story tonight, the scott walker wisconsin recall election. it pits imperial government unions against a governor defending a taxpayer revolt, all to prevent america from going bankrupt. mark my words, scott walker is going to win. america, fed up with government worker entitlements, mandatory union dues, pensions and benefits that are twice that of the private sector, all paid by taxpayers. we're there in wisconsin tonight. >>> also this evening, team obama already scared of the potential loss in wisconsin, unleashes another attack ad on mitt romney's economic record as governor of massachusetts. this is ten years ago. well, guess what? it's june 4th, 2012. what about stalled jobs and the anemic recovery today? there is still no plan, no coherent obama response, to poor economic data that's coming in d
larry, what do you have for us? >>> the second most important election in this country will be held within the next 24 hours in wisconsin. good evening, everyone. i'm larry kudlow. this is "the kudlow report." our top story tonight, the scott walker wisconsin recall election. it pits imperial government unions against a governor defending a taxpayer revolt, all to prevent america from going bankrupt. mark my words, scott walker is going to win. america, fed up with government...
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Feb 14, 2012
02/12
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update us on your best bets, dick? >> i think bank of motorcycle has become a compelling vibe, because even if the stock were to triple from the current level it would go up from 8 to 24, that's still less than half of what it was when it was at 55 at the peak of the last cycle. if you double the price of citigroup, you're in a situation where the stock is still relatively low versus where it's been historically. there are companies like u.s. bancorp out there that are simply coining money hand over fist. >> is j.p. morgan still on your pfaff rid list? >> j.p. morgan is still one that i like the best because jamie dimon is clearly the best ceo in banking in the united states and good management drives good companies. it is, however, the bank that has the biggest, if you will, risk in europe at the present time. >> a couple of quickies. if the economy continues to improve, dick, okay? the cyclical stocks have had a very good run. does that impact the bank stocks? in other words, you mentioned it, does it follow that the
update us on your best bets, dick? >> i think bank of motorcycle has become a compelling vibe, because even if the stock were to triple from the current level it would go up from 8 to 24, that's still less than half of what it was when it was at 55 at the peak of the last cycle. if you double the price of citigroup, you're in a situation where the stock is still relatively low versus where it's been historically. there are companies like u.s. bancorp out there that are simply coining...
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Jun 26, 2012
06/12
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stay with us. it's an interesting topic. [ male announcer ] introducing a powerful weapon in your fight against bugs. ortho home defense max. with a new continuous spray wand. and a fast acting formula. so you can kill bugs inside, and keep bugs out. guaranteed. ortho home defense max. [ engine turns over ] [ male announcer ] we created the luxury crossover and kept turning the page, this is the next chapter for the rx and lexus. this is the pursuit of perfection. acceler-rental. at a hertz expressrent kiosk, you can rent a car without a reservation... and without a line. now that's a fast car. it's just another way you'll be traveling at the speed of hertz. high schools in six states enrolled in the national math and science initiative... ...which helped students and teachers get better results in ap courses. together, they raised ap test scores 138%. just imagine our potential... ...if the other states joined them. let's raise our scores. let's invest in our teachers and inspire our students. let
stay with us. it's an interesting topic. [ male announcer ] introducing a powerful weapon in your fight against bugs. ortho home defense max. with a new continuous spray wand. and a fast acting formula. so you can kill bugs inside, and keep bugs out. guaranteed. ortho home defense max. [ engine turns over ] [ male announcer ] we created the luxury crossover and kept turning the page, this is the next chapter for the rx and lexus. this is the pursuit of perfection. acceler-rental. at a hertz...
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Apr 16, 2012
04/12
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a chief economist is joining us. john, we're looking at pretty extraordinary levels in spain three year low for the ibex, things tough for the ten year yield, that record reported in the cbs market. what does all this tell you about how convinced or otherwise the markets are on spain's ability to fix its own problems? >> i think it's not just spain's ability to fix its problems. it's the general rescue package. and at each stage, policy makers in europe have somewhat grudgingly found the next step and they haven't found the big bazooka to hit will the problem. >> three year ltro was a big decision. >> absolutely. that was very significant. ecb is about providing lidly liquidity. same as in the u.s., the ped is about providing liquidity. none can get their house in order without big enough help. we think of spain. spain had one of the best miss cal records in europe. spanish government was in terrific ship relative to germany or france in terms of debt to gdp, deficit to gdp ratios. and now they're completely dragged
a chief economist is joining us. john, we're looking at pretty extraordinary levels in spain three year low for the ibex, things tough for the ten year yield, that record reported in the cbs market. what does all this tell you about how convinced or otherwise the markets are on spain's ability to fix its own problems? >> i think it's not just spain's ability to fix its problems. it's the general rescue package. and at each stage, policy makers in europe have somewhat grudgingly found the...
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Nov 5, 2012
11/12
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does it really do us much good. pmi reading sub 50 with qe -- >> is the government going to be outvoted this week? his comments have seen to be pinned more towards more rather than lessor not doing anything. charlie bean came out and said i can't see the point of it. >> one thing this economy isn't suffering from is too much growth. so it's not -- the fls is the weapon of choice right now. >> it's a bit of a struggle to figure out what the message is here for the uk economy. you have the employment set of figures which has been stronger than the gdp figure until the gdp figures showed a rebound in the third quarter which now the composite pmi might be fleeting and it points towards weaker growth ahead. >> you have to strip out all of the noise. for my money, we've been growing at about a quarter percent quarter on quarter so not brilliant, but not a disaster either. i think they will start to cool off here the post owe him tick layoffs and they should cast down in reality, but i've said that the last four or five mo
does it really do us much good. pmi reading sub 50 with qe -- >> is the government going to be outvoted this week? his comments have seen to be pinned more towards more rather than lessor not doing anything. charlie bean came out and said i can't see the point of it. >> one thing this economy isn't suffering from is too much growth. so it's not -- the fls is the weapon of choice right now. >> it's a bit of a struggle to figure out what the message is here for the uk economy....
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Oct 31, 2012
10/12
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please stay with us. when you take a closer look... ...at the best schools in the world... ...you see they all have something very interesting in common. they have teachers... ...with a deeper knowledge of their subjects. as a result, their students achieve at a higher level. let's develop more stars in education. let's invest in our teachers... ...so they can inspire our students. let's solve this. >>> the massive recovery efforts are under way, but one lingering impact from sandy could be on politicians. eamonn is in washington with the latest. >> it was a bit of an unexpected political bromance today on the jersey shore as president barack obama and new jersey governor chris christie toured hurricane damage in some of the hard-hit areas there. a little bit unexpected today, given that chris christie gave the keynote address at the republican convention against the president last summer. none of that political animosity on display today. both men said that they talked about everything from restoring pow
please stay with us. when you take a closer look... ...at the best schools in the world... ...you see they all have something very interesting in common. they have teachers... ...with a deeper knowledge of their subjects. as a result, their students achieve at a higher level. let's develop more stars in education. let's invest in our teachers... ...so they can inspire our students. let's solve this. >>> the massive recovery efforts are under way, but one lingering impact from sandy...
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Jun 21, 2012
06/12
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sharing your views with us. steven jennings. we'll talk to the iaea in just a moment how well supplied the energy market is. let me send it back to you for the time being. >> jeff, thank you very much. very interesting stuff. >> i want to bring this to your attention. italy's prime minister is out talking about how the tax system is undermining italy's competitiveness and how potentially it needs reform. he says international accords are needed to fight tax evasion. it needs a more accessible tax system and tax evasion is a huge wound to italy's credibility. >> not just greece. spain has seen its borrowing costs rise at auction of medium term debt. the spanish government is prepared to release the results of a banking spector audit. the spanish banks very much in focus. we've seen the ten year coming off, those quite substantially in terms of the yield. we were at 7.1% a couple of days ago. stefan joins us out of madrid. to recap us, what exactly is taking place today out of spain? >> reporter: we just had the b
sharing your views with us. steven jennings. we'll talk to the iaea in just a moment how well supplied the energy market is. let me send it back to you for the time being. >> jeff, thank you very much. very interesting stuff. >> i want to bring this to your attention. italy's prime minister is out talking about how the tax system is undermining italy's competitiveness and how potentially it needs reform. he says international accords are needed to fight tax evasion. it needs a more...
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Feb 8, 2012
02/12
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of course, still with us, we've got our guests joining us, ken kayman and still with us, as well, is carlton neal. as we talk about u.s. strategy ahead today, what's going to dominate in terms of the hlgs? what are wall street traders going to focus he on? are they going to focus on the things that julia was talking about? are they focused on u.s. fundamentals? >> i think it will be fundamentals, for sure. whether we're seeing earnings being as robust as people hoped, we're starting to see companies beat expectations, but by not as much they hoped people would beat expectations. so i think it's quality of earnings. i think people will continue to look at the commentary that's below what management has seen going forward. >> and cisco giving us a read into the i.t. space. technology has performed pretty well this year. the nax dak is up nearly 11.5% year-to-date. could we see a big win from cisco? >> we could. i think that pulling through with the threat overall on earnings, although it's been modestly less robust than people had hoped for, roughly 60% of companies are beating and i t
of course, still with us, we've got our guests joining us, ken kayman and still with us, as well, is carlton neal. as we talk about u.s. strategy ahead today, what's going to dominate in terms of the hlgs? what are wall street traders going to focus he on? are they going to focus on the things that julia was talking about? are they focused on u.s. fundamentals? >> i think it will be fundamentals, for sure. whether we're seeing earnings being as robust as people hoped, we're starting to...
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Feb 7, 2012
02/12
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that's why my hope is people can come and join us at scottwalker.org and help us get our message out there. because to counter that big money coming from washington, we need help from people here not only in wisconsin but across the country and i think grass roots can make the difference. >> are you disbanding the government unions? i see that charge all the time in the papers. >> not at all. i mean, the bottom line is, if public employees want to be a part of a union, they have every right to do that. they can vote each year to ultimately put that into place. and they can choose to be a part of it. they just don't ever have to be forced to be a part of a union here in the state of wisconsin. that puts the power back in the side of the taxpayers who for far too often, the middle class taxpayers in the state and country have been left out in the cold. we bring them back to the table. >> but you're going to hold their wages down to the inflation rate, is that correct? in other words -- you -- they can't run above the cost of living? >> we eliminated all forms of collective bargaining,
that's why my hope is people can come and join us at scottwalker.org and help us get our message out there. because to counter that big money coming from washington, we need help from people here not only in wisconsin but across the country and i think grass roots can make the difference. >> are you disbanding the government unions? i see that charge all the time in the papers. >> not at all. i mean, the bottom line is, if public employees want to be a part of a union, they have...
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Apr 17, 2012
04/12
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that's the power of all of us. that's the power of all of us. that's the membership effect of american express. >>> one hour into trading. housing starts slipping in march, the lowest in five months. building permits rose 4.5%, beating expectations. yahoo hires paypal's former executive to oversee the commerce group. the company will have results after the bell today. the judge dismissed howard stern's lawsuit against sirius xm radio. he says helping reduce growth targets. >> apple semiconductors leading in tech today. materials and energy stocks are higher. a triple digit gain on the dow. 142 higher. regaining dow 13,000. the nasdaq also coming back nicely for those that are long the mark. the breadth of the mood advance, decline, almost 5 to 1. call it 6 to 1. >> 8 to 1. >> 6 to 1. >> pick a number, any number. >> he gets it right on the third try. >> that's so low. >> you are more than welcome to do the breadth of the market every day, david faber. starting now. the advanced decline is -- >> what is 4.3? >> you're practicing now. >> exactly.
that's the power of all of us. that's the power of all of us. that's the membership effect of american express. >>> one hour into trading. housing starts slipping in march, the lowest in five months. building permits rose 4.5%, beating expectations. yahoo hires paypal's former executive to oversee the commerce group. the company will have results after the bell today. the judge dismissed howard stern's lawsuit against sirius xm radio. he says helping reduce growth targets. >>...
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Apr 9, 2012
04/12
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>> y, we and then many peeples come back and use us for ongoing -- >> brad, thank you for joining us this morning. good luck and congratulate on w. is there a secondary coming. >>. >> when you do have a secondary, remember going for the highest price assumanly possible. >> brad, are you still with us by the way? >> i am. >> real quick, what was the float? what percentage of the company was made public? >> i believe about 20%. >> so that's the real value us because 80% -- >> thank you, present. i appreciate it. >> and i don't want to put you on the spot but i will. the new york citys about section over the weekend did the big la la palooza -- ceo pay. >> every year they do that. lavish is the word they that used, they showed me makes 2 $200. >> i think ford earned -- >> 29 million. >> but the company earned $22 billion. so and i just started thinking. >> started thinking? >> about the "new york times" ." you're in a transition right now. >> but maybe they had to think flew their philosophy that ceos aren't really worth anything and it wouldn't be a $6 stock. >> what i'm going to do wh
>> y, we and then many peeples come back and use us for ongoing -- >> brad, thank you for joining us this morning. good luck and congratulate on w. is there a secondary coming. >>. >> when you do have a secondary, remember going for the highest price assumanly possible. >> brad, are you still with us by the way? >> i am. >> real quick, what was the float? what percentage of the company was made public? >> i believe about 20%. >> so that's...
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Aug 16, 2012
08/12
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that leaves us with supplies at about 80%. guys, this summer's heat has helped to britain down those supplies of natural gas, but with the cooling temperatures now, it remains to be seen whether we'll see these continue. >>> thank you very much. we're an hour into the trade. the top stores we are watching. that marks the fourth straight negative reading for the index, but it is the highest since may. $19.69 is the new low of today's session. the average rates on 30-year fixed mortgage rising for, up to 3.62%, according to freddie mac. one of the big stories has been the sell offin treasuries with the yield on the ten-year, up about 20 basis points. >>> to check now whether cisco systems has been trading higher, the network equipment operator also raised its different by 75%. shaw wu has a buy rating a $23 price target. it's great to speak with you. >> thanks for having us on. >>> what stood out to me based on your call is you believe cisco is an under-appreciated turnaround story, similar to ibm, emc and apple. both on the sha
that leaves us with supplies at about 80%. guys, this summer's heat has helped to britain down those supplies of natural gas, but with the cooling temperatures now, it remains to be seen whether we'll see these continue. >>> thank you very much. we're an hour into the trade. the top stores we are watching. that marks the fourth straight negative reading for the index, but it is the highest since may. $19.69 is the new low of today's session. the average rates on 30-year fixed mortgage...
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Nov 6, 2012
11/12
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chuck, thank you for joining us. let's go through it. handicap it for us. how do you see the election playing out right now? >> the president has a very slight advantage. nobody really knows just because the republican enthusiasm has always been a real wild card. the president closed fairly strongly by virtue of this gift with the hurricane. so we'll see. >> chuck, one of the things and i was looking through some of the notes in terms of your forecasts, there is a suggestion that president obama could win the electoral vote but lose the popular vote. what are the implications from an investment perspective if that's the case? >> closeness will matter in our view. if the president were to really have that kind of split verdict, it gives him a very, very diminished mandate, very much like george w. bush had after the counting stopped in florida back in 2000 and al gore had won the popular vote by 540,000 votes. thanks to a lot of factor, george bush was able to ram through tax cuts at the beginning of his tenure. but he had a very tainted early presidency. an
chuck, thank you for joining us. let's go through it. handicap it for us. how do you see the election playing out right now? >> the president has a very slight advantage. nobody really knows just because the republican enthusiasm has always been a real wild card. the president closed fairly strongly by virtue of this gift with the hurricane. so we'll see. >> chuck, one of the things and i was looking through some of the notes in terms of your forecasts, there is a suggestion that...
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May 2, 2012
05/12
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michelle joins us now. big number in manufacturing which, i guess, in any type of bumpy recovery you see, you know, fits and starts and things like that. wasn't that a really good number? >> it was. manufacturing has been the bright spot for this -- throughout this expansion definitely coming out of the recession. really had healthy moneying growth. that sector went from being one of the worst sectors that really felt the pain and the downturn away from housing. manufacturing continues to outpace the economy. >> i was leading up to how that fits in with a 2.3g dp, with the claims numbers, with the 120. where are you from friday? >> 195, 200 on private. a little bit above con says sus. i think coming into the week there was a lot of nervousness, a lot of talk about whether payback -- >> for friday you're talking about. >> friday. i think it's now introduced two-sided risks. thing now people are feeling maybe this number won't be as weak as we had feared. the claims numbers are up. it's a little unsettling. t
michelle joins us now. big number in manufacturing which, i guess, in any type of bumpy recovery you see, you know, fits and starts and things like that. wasn't that a really good number? >> it was. manufacturing has been the bright spot for this -- throughout this expansion definitely coming out of the recession. really had healthy moneying growth. that sector went from being one of the worst sectors that really felt the pain and the downturn away from housing. manufacturing continues to...
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Oct 15, 2012
10/12
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scott malpass joins us from notre dame, he'll join us next. e numbers... ...and listening to your instinct duff & phelps finds the sweet spot that powers sound decisions. duff & phelps financial advisory and investment banking services. ♪ into a scooter that talks to the cloud? whatever your business challenge, dell has the technology and services to help you solve it. between black and white banswers...allenge, ...and 1,000 shades of grey duff & phelps finds the sweet spot that powers sound decisions. duff & phelps financial advisory and investment banking services. >>> oh, yeah, this is before, oh, gosh. welcome back to "squawk box," up 38 points on the futures so far this morning. check out the shares of citigro citigroup, $1.06, ten cents ahead of estimates, revenue topping the street. >>> this week we are featuring endowment managers who the colleges depend on to fund their operations, they are responsible for generating dependable returns year over year to make sure they can meet school's operating budgets and we are kicking things off
scott malpass joins us from notre dame, he'll join us next. e numbers... ...and listening to your instinct duff & phelps finds the sweet spot that powers sound decisions. duff & phelps financial advisory and investment banking services. ♪ into a scooter that talks to the cloud? whatever your business challenge, dell has the technology and services to help you solve it. between black and white banswers...allenge, ...and 1,000 shades of grey duff & phelps finds the sweet spot that...